How big is Summit Endocrine & Diabetes, PLLC's plan?

Summit Endocrine & Diabetes, PLLC's plan reported $867K in assets and 2 participants for 2025.

Original filing (PDF)20260512110829NAL0005982979001

Summit Endocrine & Diabetes, PLLC

Name: Summit Endocrine & Diabetes, PLLC — Summit Endocrine, Form 5500 (2025)
Creator: Summit Endocrine & Diabetes, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Endocrine & Diabetes 401(k) P/S Plan

401(k) retirement plan · Summit Endocrine & Diabetes, PLLC's Summit Endocrine & Diabetes 401(k) P/S Plan held $867K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

Plan identifiers

Summit Endocrine & Diabetes, PLLC's EIN is 47-4156698.

EIN 47-4156698

Plan number 001

Plan year 2025

ACK ID 20260512110829NAL0005982979001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Endocrine & Diabetes, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Endocrine & Diabetes, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT ENDOCRINE & DIABETES, PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SUMMIT ENDOCRINE & DIABETES, PLLC

EIN

all filings

Address

1831 LAKE PINE DRIVE · SUIT 200 · CARY, NC · 27511

Phone

(347) 489-9416

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator